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March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

by AllGen Financial | Mar 16, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
January 2023 Market Update: Inflation, Housing Prices, and International Stocks

January 2023 Market Update: Inflation, Housing Prices, and International Stocks

by AllGen Financial | Jan 20, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s January 2023 Market Update video below. Nearly every broad market category began 2022 at or near all-time highs. Following COVID-19 shutdowns back in 2020, markets saw record stimulus with uncomfortable...
What to Do When You’re Relocating to Orlando

What to Do When You’re Relocating to Orlando

by AllGen Financial | Sep 30, 2021 | Company News, Estate Planning, Featured Posts, Financial Planning, Formation, Foundation, Freedom, Learn How To Invest, Retirement Investing

If you’re thinking about moving, you’re not the only one. Since COVID-19 has increased the number of jobs that can be done remotely, people don’t have to live in the same city as their employers anymore. Many people are considering relocating for financial reasons....
Update on Physical Office Procedures 2021

Update on Physical Office Procedures 2021

by AllGen Financial | Jun 9, 2021 | Company News, Featured Posts

As businesses begin to open up at normal capacity, we’re pleased to announce some updates at AllGen’s physical office. Safety for our team members, clients, and guests will continue to be our top priority.    Here’s what you can expect at the AllGen Office during...
Update on Physical Office Procedures 2021

AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News

by AllGen Financial | Nov 23, 2020 | Company News, Featured Posts, Industry News

AllGen Financial Advisors Inc., headquartered in Orlando, Florida, has been selected by Investment News as one of the top two advisory firms for “Outstanding Practices” as part of their 2020 Diversity & Inclusion awards. Investment News uses their awards program...
How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

by AllGen Financial | Oct 20, 2020 | Company News, Featured Posts, Financial Planning

Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
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